Observed arrival · 2026-11-11
The AI Money Loop, Mapped
An interactive tracker maps reported AI deals of $1 billion or more, showing who pays whom across investments, cloud contracts, chip purchases, and debt.
- For
- Readers tracking AI infrastructure and investment
- Worth noticing
- Deal cards link to reporting and distinguish announced, reported, and closed deals; some figures are explicitly labeled unconfirmed.
Field notes
The map encodes monthly market value in circle size and directs arrows from payer to receiver; playback controls and $10B/$50B filters let readers narrow or animate the network. Deal cards separate investments, chip purchases, cloud contracts, and debt, link to reporting outlets, and sometimes specify duration or capacity. The page says its headline totals combine announced amounts, many multi-year or “up to,” rather than money already paid.
Observed signals
Read the marks
Editorial observations of this landing page, not a rating.
One card from the complete issue